Investment Analysis (2025)

Mastering Investment Analysis: Strategies for Smarter Financial Decisions

What you'll learn
Capital Investment Appraisal
Non-Discounted Methods
Discounted Methods
Factors Influencing Investment Appraisal

Requirements
Basic Financial Literacy: Familiarity with fundamental financial concepts such as stocks, bonds, and risk is useful but not required as these will be covered in the course.
Analytical Thinking: A willingness to analyze data and make informed decisions will enhance your understanding of investment strategies.

Description
This Capital Investment Appraisal lecture aims to provide a comprehensive understanding of the tools, techniques, and strategies used to evaluate long-term investment opportunities and assess their financial and strategic viability.This lecture is designed for students, finance professionals, business managers, and decision-makers who are responsible for planning and evaluating investment projects in organisations.The primary aim of this lecture is to equip participants with the knowledge and skills required to perform capital budgeting effectively, using quantitative techniques to make informed investment decisions.Capital investment appraisal, also known as capital budgeting, is the process of evaluating and selecting long-term investment projects to determine their financial viability and alignment with strategic goals. It involves assessing potential expenditures on fixed assets, such as machinery, equipment, or new business ventures, to ensure they generate sufficient returns for the business.Capital investment appraisal is vital for ensuring that resources are invested wisely to achieve financial and strategic objectives. By leveraging quantitative techniques like NPV, IRR, and payback period alongside qualitative considerations, businesses can make informed decisions that drive growth and long-term success.Capital investment appraisal provides a structured framework for evaluating long-term investments, helping organizations maximize returns and allocate resources effectively. However, understanding the factors influencing appraisal outcomes and recognizing the limitations of these methods is crucial for making balanced, informed decisions. By complementing appraisal techniques with qualitative analysis and strategic considerations, companies can achieve a more comprehensive evaluation of investment opportunities.

This lecture is designed for students, finance professionals, business managers, and decision-makers who are responsible for planning and evaluating investment projects in organisations.